See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,662 | $209,411-30.9% | $178,490-19.0% | $158,922-9.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.20% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $9,698 | $5,706+70.0% | $5,011+93.6% | $4,761+103.7% |
| Participant deferral / active EE | $5,788 | $5,954-2.8% | $5,202+11.3% | $5,982-3.3% |
| Admin fee / account holder | $737 | $17,074-95.7% | $13,984-94.7% | $11,246-93.4% |